Pegasus Asset Management Inc
● SEC registered since 1963CRD 104766SEC# 801-3186Morristown, NJ
Reg. AUM
$553.6M
Employees
5
Accounts
800
Location
Morristown, NJ
Pegasus Asset Management Inc assets under management
Pegasus Asset Management Inc operates as an SEC-registered investment adviser based in Morristown, NJ. The firm has been registered since 1963. It reports $553.6 million in regulatory assets under management and employs 5 people.
Pegasus Asset Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtney Joy Barba Control | Chief Compliance Officer / Senior Vice President | Under 5% | 2006 |
| John Matteo Sebastiano Control | Co-President | 50-75% | 2005 |
| Rodd Dee Berro Control | Co-President | 50-75% | 2005 |
Frequently asked questions
How much does Pegasus Asset Management Inc manage?
Pegasus Asset Management Inc reports $553.6 million in regulatory assets under management on its Form ADV.
How many employees does Pegasus Asset Management Inc have?
Pegasus Asset Management Inc reports 5 employees.
Where is Pegasus Asset Management Inc located?
Pegasus Asset Management Inc is based in Morristown, NJ and has been SEC-registered since 1963.
Does Pegasus Asset Management Inc disclose fund performance?
Pegasus Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44 Whippany Road, Suite 101, Morristown, NJ 07960 |
| Phone | 845-369-9422 |
| Fax | 845-369-9420 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1729049 |
| Discloses disciplinary history | No |
Regulatory AUM
$553.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$553.6Mregulatory AUM
Discretionary $553.6M